Unlocking hidden value in a strategic business sale.
The Petersons, with a combined income of $600,000, are considering selling their marketing firm for an estimated $2.5 million. They're concerned about minimizing taxes on the sale, understanding the true profitability of their business, and ensuring their investment strategy adequately supports their retirement goals after moving to Florida's different tax environment.
Using the Return on Sales calculator, we helped the Petersons identify operational inefficiencies and boost their ROS from 15% to 18% by streamlining marketing expenses, potentially increasing their business valuation. Furthermore, employing the Tax Equivalent Yield calculator helped them understand the equivalent pre-tax yield needed in Florida to match their current after-tax investment returns in New York, guiding their investment strategy for retirement. The Purchasing Power Parity Calculator helped them assess the true cost of living differences between New York and Florida.
The advisor inputted the company's revenue and operating profit into the Return on Sales calculator. Outputs were used with Tax Equivalent Yield and Purchasing Power Parity calculators to adjust investment strategies.
$250,000 increase in potential business sale valuation, driven by ROS improvement and a more informed investment strategy securing an additional $35,000 in annual retirement income.
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Advisor adds $1.2M AUM using AI, increasing qualified leads by 25% and freeing 10+ hours weekly.
